Financial credentials
- Master in Business Administration
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
15 years of professional experience
- VP - Branch Manager, Charles Schwab, 2026-present
- Registered Representative, Charles Schwab, 2011-2013
- Wealth Management Relationship Consultant, TIAA, 2013-2018
- VP - Financial Consultant, Charles Schwab, 2018-2022
- Sr. Manager - Prospect Conversion, Charles Schwab, 2022-2026
Education
- BA, International Economics, BSU